HeyJaredGrowing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice).
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 27, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 5, 2026
Latest episodes
This LIE About AI Will Hurt Your CPA Firm | Preston Cardwell (opens the original)
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Are you feeling overwhelmed by the endless wave of AI tools, new models, and vendor hype? Many accounting firm owners, managing partners, and CPAs starting firms know that AI is reshaping the industry, but they don't know where to actually start without getting lost in the noise. In this episode of Growing Your Firm, host David Cristello sits down with Preston Cardwell, founder of Memorial Ridge. As a CPA-led AI and automation partner, Preston helps small-to-midsize accounting firms (10–30 emplo
How Expert CAS Leaders Scale Accounting Operations | Panel Masterclass (opens the original)
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Are your firm's internal processes starting to creak under the weight of new growth? When scaling a Client Accounting Services (CAS) or advisory practice, standardizing workflows, managing team capacity, and maintaining quality control become the ultimate operational test. In this live panel session from the Growing Your Firm Summit, host David Cristello brings together a "Council of Operations Experts" to discuss how to build sustainable systems that scale without causing team burnout: Amy McCa
How This Solo CPA Built a $500k Firm | Angel Zhen (opens the original)
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Can you run a half-million-dollar accounting practice completely solo without burning out? Most accounting firm owners and CPAs starting firms assume that scaling past $200k or $300k requires hiring a team of employees. But adding headcount often leads to higher overhead, management headaches, and less personal freedom. In this episode of Growing Your Firm, host David Cristello sits down with Angel Zhen, CPA—founder of Angel Zhen CPA and winner of the 2025 Digital CPA Innovative Practitioner Awa
How AI Will Kill the Billable Hour in CPA Firms | Ron Baker (opens the original)
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Is the billable hour finally dead? While many in the accounting profession expected the competition for talent to end timesheets, the rise of artificial intelligence (AI) is delivering the final blow. If your firm is still pricing based on time and effort rather than value and outcomes, you are risking your margins in an AI-driven world. In this exclusive fireside chat from the Growing Your Firm Summit, host David Cristello sits down with Ron Baker, founder of the VeraSage Institute, author of 8
How to Safely Implement AI in a CPA Firm | Jan Haugo (opens the original)
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Is your accounting firm stuck between AI enthusiasts who move too fast and skeptical team members who refuse to adopt new technology? Bridging the gap between enthusiastic leadership and hesitant team members is one of the biggest challenges facing modern firms today. In this episode of Growing Your Firm, host David Cristello sits down with Jan Haugo, founder and AI researcher at smartaccountant.ai and co-author of Intuit's official AI certification curriculum. Jan researches and validates 50+ e
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